Sequoia Financial Advisors, LLC Reduced Holdings in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
-299
- 7.69%
$101.71 - $120.75 $30.4K - $36.1K
3.59K $390K
TME
Tencent Music Entertainment Group

Communication Services
-1.44K
- 7.57%
$9.46 - $15.28 $13.6K - $22K
17.6K $211K
IYW
Ishares Dj Us Tech ETF

ETFs
-399
- 10.45%
$133.16 - $158.73 $53.1K - $63.3K
3.42K $518K
ASLE
Aer Sale Corp

Industrials
-1.09K
- 4.16%
$4.74 - $7.48 $5.18K - $8.18K
25.2K $127K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-1.74K
- 3.16%
$6.68 - $8.2 $11.6K - $14.3K
53.2K $366K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-2.18K
- 14.02%
$24.07 - $24.62 $52.5K - $53.7K
13.4K $328K
GRMN
Garmin LTD

Technology
-454
- 17.27%
$161.1 - $183.29 $73.1K - $83.2K
2.18K $382K
FDVV
Fidelity High Dividend ETF

ETFs
-2.19K
- 12.97%
$46.26 - $50.65 $101K - $111K
14.7K $744K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.9K
- 5.09%
$44.9 - $47.55 $175K - $185K
72.7K $3.43M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-924
- 16.57%
$83.76 - $91.82 $77.4K - $84.8K
4.65K $424K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.11K
- 6.89%
$51.78 - $52.98 $57.4K - $58.8K
15K $793K
VXRT
Vaxart, Inc.

Healthcare
-72K
- 74.23%
$0.58 - $0.99 $41.8K - $71.3K
25K $21K
FDS
Factset Research Systems Inc

Financial Services
-215
- 19.89%
$397.04 - $469.48 $85.4K - $101K
866 $398K
VALE
Vale S.A.

Basic Materials
-4.26K
- 28.43%
$9.9 - $11.8 $42.2K - $50.3K
10.7K $125K
ASR
Southeast Airport Group

Industrials
-97
- 11.98%
$258.1 - $317.47 $25K - $30.8K
713 $201K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.92K
- 6.94%
$54.38 - $59.77 $159K - $175K
39.2K $2.32M
BAX
Baxter International Inc

Healthcare
-2.62K
- 20.0%
$32.85 - $40.26 $86.2K - $106K
10.5K $398K
CAE
Cae Inc

Industrials
-2.18K
- 9.33%
$16.29 - $19.28 $35.6K - $42.1K
21.2K $397K
SSL
Sasol LTD

Basic Materials
-2.69K
- 12.24%
$6.64 - $8.38 $17.9K - $22.6K
19.3K $130K
JIG
J P Morgan Exchange Traded Fd

ETFs
-892
- 11.36%
$60.68 - $68.76 $54.1K - $61.3K
6.96K $469K
NMR
Nomura Holdings Inc

Financial Services
-1.82K
- 4.35%
$4.92 - $6.31 $8.93K - $11.5K
40K $208K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.54K
- 3.45%
$92.63 - $105.69 $420K - $480K
127K $13.2M
BVN
Buenaventura Mining CO Inc

Basic Materials
-48
- 0.47%
$11.72 - $17.32 $563 - $831
10.1K $140K
BLUE
Bluebird Bio, Inc.

Healthcare
-15.5K
- 36.4%
$0.47 - $1.35 $7.29K - $20.9K
27.1K $14K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-781
- 14.71%
$42.76 - $45.16 $33.4K - $35.3K
4.53K $202K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-691
- 9.43%
$51.02 - $52.74 $35.3K - $36.4K
6.64K $349K
UUUU
Energy Fuels Inc

Energy
-1.85K
- 7.81%
$4.28 - $6.65 $7.9K - $12.3K
21.8K $119K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-875
- 8.33%
$46.18 - $48.92 $40.4K - $42.8K
9.63K $467K
SVC
Service Properties Trust

Real Estate
-2.78K
- 21.15%
$4.32 - $6.1 $12K - $17K
10.4K $47K
SHG
Shinhan Financial Group CO LTD

Financial Services
-384
- 1.75%
$34.61 - $34.61 $13.3K - $13.3K
21.6K $747K
KOS
Kosmos Energy Ltd.

Energy
-355
- 3.22%
$3.7 - $5.84 $1.31K - $2.07K
10.7K $43K
RJF
Raymond James Financial Inc

Financial Services
-114
- 4.57%
$106.39 - $125.13 $12.1K - $14.3K
2.38K $291K
PUMP
Pro Petro Holding Corp.

Energy
-327
- 2.49%
$7.06 - $9.59 $2.31K - $3.14K
12.8K $98K
GMAB
Genmab A/S

Healthcare
-21
- 0.12%
$23.84 - $28.48 $501 - $598
17.4K $423K
CENTA
Central Garden & Pet Company C

Consumer Defensive
-50
- 0.66%
$31.4 - $34.95 $1.57K - $1.75K
7.55K $237K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-663
- 6.85%
$32.36 - $33.78 $21.5K - $22.4K
9.02K $304K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-509
- 8.59%
$37.89 - $40.48 $19.3K - $20.6K
5.42K $219K
BBD
Bank Bradesco

Financial Services
-8.05K
- 33.41%
$2.18 - $2.92 $17.5K - $23.5K
16K $42K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-949
- 5.21%
$45.2 - $47.87 $42.9K - $45.4K
17.3K $821K
STLD
Steel Dynamics Inc

Basic Materials
-85
- 1.78%
N/A
4.69K $460K
GGB
Gerdau S.A.

Basic Materials
-3.81K
- 12.57%
$3.02 - $3.5 $11.5K - $13.3K
26.5K $92K
CX
Cemex Sab De Cv

Basic Materials
-437
- 3.15%
$5.6 - $6.88 $2.45K - $3.01K
13.4K $81K
KOP
Koppers Holdings Inc.

Basic Materials
-98
- 1.5%
$34.33 - $40.71 $3.36K - $3.99K
6.43K $234K
FSK
Fs Kkr Capital Corp

Financial Services
-340
- 0.34%
$18.74 - $20.43 $6.37K - $6.95K
101K $1.99M
BMO
Bank Of Montreal

Financial Services
-316
- 8.83%
$79.1 - $90.77 $25K - $28.7K
3.26K $294K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
-114
- 0.98%
$10.15 - $10.15 $1.16K - $1.16K
11.5K $116K
CORP
Pimco Investment Grade Corp Bd

ETFs
-212
- 5.57%
$94.36 - $100.01 $20K - $21.2K
3.59K $357K
MBB
Ishares Tr

ETFs
-183
- 5.04%
$90.85 - $96.66 $16.6K - $17.7K
3.45K $330K
JBLU
Jetblue Airways Corp

Industrials
-1.85K
- 9.41%
$4.57 - $6.66 $8.44K - $12.3K
17.8K $116K
Activity Summary
Buys All Purchases 867 New Holdings 155 Increased Positions 712 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 7 Puts 7
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